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Perfromance Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Perfromance Wealth Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,423
Closed -$266K – 195
2023
Q1 		$266K Buy
+1,423
New +$259K 0.01% 153

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perfromance Wealth Partners's VV Position: Q2 2023 in Review

Perfromance Wealth Partners sold out of Vanguard Large-Cap ETF (VV) in Q2 2023, closing a stake of 1,423 shares — an estimated $266K sold.

Perfromance Wealth Partners first reported a position in VV in Q1 2023 and held it in 1 quarter. The position peaked at $266K in Q1 2023. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

  • Perfromance Wealth Partners reported no remaining Vanguard Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,423 Vanguard Large-Cap ETF shares in Q2 2023, an estimated $266K.
  • Perfromance Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Perfromance Wealth Partners's Vanguard Large-Cap ETF position peaked at $266K in Q1 2023.
  • 928 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2023.

Based on Perfromance Wealth Partners's 13F filing for Q2 2023, filed 13 Jul 2023.